See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,683 | $105,630-64.3% | $87,507-56.9% | $273,961-86.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.95% | 12.25%-7.3pp | 12.21%-7.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,115 | $3,141-32.7% | $2,550-17.0% | $4,869-56.6% |
| Participant deferral / active EE | $2,333 | $3,601-35.2% | $3,149-25.9% | $5,287-55.9% |
| Admin fee / account holder | $42 | $4,781-99.1% | $4,221-99.0% | $10,132-99.6% |